← All themes Housing & Home Improvement

Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
SCM
Snow Capital Management
Pennsylvania
$51.9M +$707K 1 2.38% Increased
202
VOYA Investment Management
VOYA Investment Management
Georgia
$51.7M +$3.9M 20 0.11% Increased
203
TD Asset Management
TD Asset Management
Ontario, Canada
$51.3M +$9.53M 6 0.08% Increased
204
Comerica Bank
Comerica Bank
Texas
$51.2M +$1.01M 14 0.37% Increased
205
CCP
Clough Capital Partners
Massachusetts
$51M +$10.7M 5 4.88% Increased
206
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$49.6M +$15.9M 10 0.3% Increased
207
Eagle Asset Management
Eagle Asset Management
Florida
$49.6M -$30.1M 3 0.27% Reduced
208
MAM
Marketfield Asset Management
New York
$48.5M +$2.51M 5 13.96% Increased
209
Great Lakes Advisors
Great Lakes Advisors
Illinois
$48M +$15M 6 1.14% Increased
210
GJL
Gendell Jeffrey L
$47.6M +$794K 2 5.36% Increased
211
NAM
NorthCoast Asset Management
Connecticut
$47.1M +$25.5M 4 4.36% Increased
212
ICOM
Investment Counselors of Maryland
Maryland
$46.6M +$3.51M 3 2.38% Increased
213
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$46M -$1.97M 22 0.05% Reduced
214
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$45.7M +$471K 1 0.34% Increased
215
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$45.6M -$11M 1 4.65% Reduced
216
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$45.5M +$749K 4 2.22% Increased
217
AIM
Assured Investment Management
New York
$45.5M +$26.4M 13 1.04% Increased
218
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$45.4M +$3.33M 3 12.97% Increased
219
Frontier Capital Management
Frontier Capital Management
Massachusetts
$45.1M -$50.8M 1 0.33% Reduced
220
PAG
Pinnacle Advisory Group
Maryland
$45M -$5.23M 1 2.67% Reduced
221
Cohen & Steers
Cohen & Steers
New York
$44.9M -$56.6M 1 0.14% Reduced
222
LG
Leuthold Group
Minnesota
$44.6M +$1.26M 9 5.07% Increased
223
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$43.6M +$9.21M 7 0.96% Increased
224
Davenport & Co
Davenport & Co
Virginia
$43.5M -$568K 2 0.54% Reduced
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$43.4M -$410K 12 0.44% Reduced